See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,308 | $97,757-63.9% | $83,848-57.9% | $135,375-73.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -16.00% | 1287.37%-1303.4pp | 850.88%-866.9pp | 519.73%-535.7pp |
| Employer contribution / active EE | $3,149 | $4,222-25.4% | $3,631-13.3% | $4,779-34.1% |
| Participant deferral / active EE | $12,231 | $4,682+161.2% | $4,082+199.7% | $5,609+118.1% |
| Admin fee / account holder | $229 | $6,674-96.6% | $5,478-95.8% | $10,827-97.9% |